So 1Q20 #’s are done, and were generally well-protected due to the fact that pain only started towards the end of Feb. 2Q20 will show the real impact with April and May having effectively zero transactions for the majority of businesses. So now what? The OPEC+ deal to cut supply lasts for 2 years, yes […]

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ANAN to refocus on selling ready to move in projects, targeting Bt16.6b presales this year, after booking Bt4.354b in 1Q, keeps Bt20b transfers, while revenues stream is supported by Bt30b backlog. Comment: 1Q20 was a core profit loss…more pain to come in 2Q BTS cuts holding in RS by 00807% to 4.9323% of total outstanding, […]

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Notable Transactions Buy(s) THB 43mn NER – The CEO buys a chunk of shares, first time I’ve seen this here, hmmm Sell(s) THB 4.6 mn N/A Note: Now that 1Q20 #’s are basically all out it’ll be interesting to see what directors/owners will do in the coming weeks

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